Onboarding Operations Associate - Remote

Overview

As an Onboarding Operations Associate, you will play a vital role in executing Farther's advisor and client onboarding process, supporting the seamless transition of advisors and their clients.

In Short

• Execute end-to-end onboarding operations for advisors transitioning their practice to Farther
• Manage multiple conversion workflows while maintaining clear communication with all stakeholders
• Process and validate account transfers, asset movements, and documentation requirements
• Act as a day-to-day contact for advisors and clients during the transition process
• Coordinate with custodians and third-party vendors to ensure smooth transitions
• Support the development and implementation of process improvements
• Monitor and report on transition progress and potential risk situations

Requirements

• Bachelor's degree with 3-5 years of experience in financial services operations
• Strong knowledge of wealth management operational procedures
• Experience with custodian platforms and wealth management software
• Excellent project management and communication skills
• Proven ability to manage multiple competing priorities
• Strong problem-solving skills and attention to detail
• Team-oriented mindset with a client-first approach

Benefits

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO